3,362 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 1,460 increasing their positions, 1,175 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

0.95% less ownership

Funds ownership: 62.99%62.04% (-0.95%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.73B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.72B
Puts
$4.07B
Net Calls
Net Calls Change

Top Sellers

1 -$1.59B
2 -$1.38B
3 -$584M
4
BlackRock
BlackRock
New York
-$253M
5
Raymond James Financial
Raymond James Financial
Florida
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3001
Penobscot Wealth Management
Maine
$240K
HGWM
3002
Horst & Graben Wealth Management
Oregon
$240K
VAMG
3003
Voisard Asset Management Group
Michigan
$239K
RCWM
3004
Royal Capital Wealth Management
Indiana
$238K
MAA
3005
Matrix Asset Advisors
New York
$238K
SDH
3006
Sloy Dahl & Holst
Washington
$237K
WA
3007
WPG Advisers
Maryland
$237K
SNBOSD
3008
Security National Bank of So Dak
Iowa
$237K
TIAAOA
3009
Teachers Insurance & Annuity Association of America
New York
$236K
SCM
3010
Spreng Capital Management
Ohio
$236K
HGA
3011
Hobbs Group Advisors
South Carolina
$236K
RAS
3012
RPS Advisory Solutions
Kentucky
$236K
CWM
3013
Compass Wealth Management
Connecticut
$236K
FWP
3014
Falcon Wealth Planning
California
$236K
IPA
3015
Investment Planning Advisors
Georgia
$235K
GWM
3016
GoalFusion Wealth Management
Texas
$235K
OCFG
3017
O'Connor Financial Group
Illinois
$235K
IAP
3018
Indie Asset Partners
Indiana
$235K
MWM
3019
Mascoma Wealth Management
New Hampshire
$235K
ACMA
3020
Arbor Capital Management (Alaska)
Alaska
$234K
APC
3021
Aspire Private Capital
North Carolina
$233K
PS
3022
Pinney & Scofield
Massachusetts
$233K
MCM
3023
McRae Capital Management
New Jersey
$233K
KIC
3024
Kensington Investment Counsel
California
$233K
AWM
3025
Able Wealth Management
New Jersey
$232K